Properties, residents & recorded ledgers
Manage company records, review balances and export information within your assigned access.
Core workspace
Explore this featureKNOW WHAT TO EXPECT
Available means the workflow is implemented for eligible workspaces. Your package, company permissions and setup determine access. A service listed here is not a promise that every customer account is already connected.
Manage company records, review balances and export information within your assigned access.
Core workspace
Explore this featureTrack work requests, assignments, evidence and recorded costs.
Core workspace; advanced tools depend on package
Explore this featurePublish approved showing times, accept bookings and review move-in requirements.
Approved Owner Portal
Explore this featureCapture inspection evidence, review vendor quotes and invoices, and track equipment service.
Advanced operations; confirm your package
Explore this featureResidents can request the amenities, parking and appointments offered by their property.
Invited residents at configured properties
Explore this featureShare approved documents, track capital calls and record reviewed allocations. Recorded contributions do not move money.
Investor access requires a company invitation
Explore this featureSave reports and activate supported rules for internal notices and tasks.
Company administrator setup and assigned permissions
Explore this featureExisting invited users can request an email code and enter their assigned workspace.
Active company account
Explore this featureAvailable sign-in methods appear on the login page after provider setup and verification.
No separate Key Managing sign-in add-on
Explore this featureYou can save your package selection. A paid service or trial starts only after the checkout and activation requirements are completed.
Accepted package and billing authorization
Explore this featureReview documents and signers before sending through an activated signing account.
Published e-sign terms and company activation
Explore this featureRequires a verified provider connection, company permission and usage limits. Guided navigation and manual workflows remain available.
Plan allowance or accepted AI upgrade
Explore this featureRequires an activated phone account, number, carrier requirements and accepted service terms.
Plan communication allowance; AI phone worker is optional
Explore this featureRecorded payments and statement imports are distinct from live bank transfers. Provider onboarding and reconciliation checks are required.
Separate provider and payment terms
Explore this featureRequires an approved partner, appropriate permissions and completed provider-specific workflows.
Separate provider terms and quoted charges
Explore this featureCalendar downloads are available for bookings. Live Google or Microsoft calendar sync needs an additional connection and sync workflow.
Compatibility and scope review
Explore this featureRelease information reviewed September 15, 2026. Ask about your account’s availability.